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EXPLORE QUALITATIVE™ REPORTS

Jump start innovation from the 120 curated reports drawn from the Explore Qualitative™ Voice of the Customer Database and 8,000 consumer verbatims.

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Forecast Reports: Put your finger on the consumer pulse with a contemporary look at needs and attitudes.
Forecast: Influences on Older Money Movers
Forecast: How Friends are Influencing Investment Decisions
Forecast: Beliefs & Truths about Investing Experience
Forecast: Midlife Pressures & Checking Progress to Goals
Forecast: Digital Options Leading to Choosier Older Consumers
Forecast: Sentiment & Goals
Forecast: Impact of Family Structure & Legacy Motive on Funding Old Age
Forecast: Goals, Definition of Success & Milestones
Forecast: What I Really Wanted to Do All My Life
Forecast: Looking Ahead to Stopping Full-time Work
Forecast: Experiences & Surprises of Retirement
Forecast: Economic Realities, Attitudes & Goals
Forecast: Attitudes towards “Retirement”
Forecast: Attitudes to External Environment
Forecast: Burden of Distrust on Advice
Forecast: Generations X & Y Goals & Fears
Forecast: Reasons Not Saving Enough and Ways to Engage
Forecast: Planning for the Unknowable
Forecast: Retirement No Longer Achievable or Smart

Exercise Reports: Examine market phenomena where products are still several years in the future.
Exercise: Motivations to Move Cash into Investments 
Exercise: Expectations from Workplace vs. Retail Advice
Exercise: Social Uses of Technology in Investing
Exercise: Role for Asset Managers 
Exercise: Loyalty to Firm vs. Advisors 
Exercise: Expectations from Different Levels of Advice 
Exercise: Roles for Primary & Secondary Sources of Advice 
Exercise: Methods of Paying for Advice 
Exercise: Blending of Digital and Professional Advice by Pain Point 
Exercise: Attitudes to “Robo-Advisors” among Older Consumers 
Exercise: Shopping and Relationships 
Exercise: Motivating Advertising Messages 
Exercise: Language & Techniques for Generating Income in Retirement 
Exercise: Expectations from Products & Stores 
Exercise: Retirement Funding Highest Needs & Pricing 
Exercise: Helps & Hindrances 
Exercise: Opportunities for Products 
Exercise: Roles for Stores vs. Products 
Exercise: Chunk or Nothing - Emotion & Reason Behind Dipping into Principal 
Exercise: George & Nina’s Reasons for Seeking Help 
Exercise: Retirement Advice Service-Pricing Spectrum 
Exercise: Retirement Product Advertisements 
Exercise: Current Investment Products and Influencers 
Exercise: Transition from Accumulation to Income/Preservation 
Exercise: The Balance of Power Between Manufacturers and Distributors
Exercise: Sources of Funds (aka Retirement Income) 
Exercise: Relationship History 
Exercise: Competitive Perceptions of Product/Service Quality & Price 
Exercise: Who's on the Financial Team? 
Exercise: Relationship History Future 
Exercise: Web-based Advice & App Offering Review 
Exercise: Trial & Consolidation Experiences 
Exercise: Use & Perceptions of Retirement Income Calculators 
Exercise: Lifestyle Aspirations: Independence and Control 
Exercise: Perceptions of Product/Service Quality & Price 
Exercise: Relationship History 
Exercise: Accumulators Weigh in on term "Retirement Income" 
Exercise: Met & Unmet Financial Advice Needs 
Exercise: Keys to Becoming the Trusted Go-To Resource 
Exercise: What's Working & What's Not: What Generation X & Y Investors Long For 
Exercise: Investment Providers 
Exercise: What's Working & What's Not: Insight into the Advice Service Models of the Future 
Exercise: Attitudes & Experiences of Upshifters 
Exercise: Attitudes & Experiences of Downshifters 
Exercise: Income Sources, Taxes & "Untouchable" Money 
Exercise: Use & Trust in Providers 
Exercise: The Three Screaming Unmet Needs 
Exercise: Trust Building Practices 
Exercise: Pre-Retiree Checklist:  Not All 50-Somethings are Pre-Retirees

Concept Test Reports: Get a first look at emerging solutions ready to be packaged and priced.
Concept Test: “Financial Advice Menu” and Pricing
Concept Test: “Home Conversion Mortgage” aka Reverse Mortgage
Concept Test: “Elder Financial Care”
Concept Test: “Digital Investment Advice with Planning Option”
Concept Test: “Investment Account for Future Health Care Expenses” or HSA
Concept Test: “Banking and Investing Together” with New Saving Techniques
Concept Test: “Investment Account for Future Health Care Expenses” or HSA
Concept Test: “Hybrid Active-Passive Fund”
Concept Test: “Educational Funding for Grandchildren”
Concept Test: Regulatory “Change in Mutual Funds Available”
Concept Test: “Long-Term Retirement Investment”
Concept Test: “Financial Advice for Non-Traditional Families”
Concept Test: “Choice Box”
Concept Test: “Financial Decision-making Support for Aging”
Concept Test: “Investment Income Matched to Expense Types"
Concept Test: Regulatory “Best Interest Contract”
Concept Test: "Financial Wellness Subscription Program"
Concept Test: "Invested Emergency Fund"
Concept Test: "Investments and Insurance Package" for Gig Workers
Concept Test: Regulatory - “Proposed Fiduciary Rule”
Concept Test: “Drawdown Fund”
Concept Test: “Goals-Based Investing”
Concept Test: “Overview of Income” for Statements & Digital Views
Concept Test: "New Needs Framework"
Concept Test: "Leading Robos"
Concept Test: Regulatory “FINRA IRA Oversight” and “DOL In-Plan Income Product Guidance”
Concept Test: “Target-Date Retirement Fund with Income”
Concept Test: “Packaged Product vs. Components” Target Date Retirement Fund Use Case
Concept Test: “Couples Planning”
Concept Test: Retirement “Transition Services”
Concept Test: "Trust Services: Administrative Support for Older Customers & Their Families"
Concept Test: 3 Approaches to Retirement Income “Income Floor,” “Time-Based Buckets,” “Sustainable Withdrawal”
Concept Test: “Annual Advisor Review vs On-line Tools”
Concept Test: 4 Pricing Options - “Asset-Based Bundled” “Unbundled choice of Services and Fees” “Front-end Load” “Fiduciary Standard” 
Concept Test: Pricing "Asset-Based Bundled Investment + Personal Finance" "Choice of Service Level: Unbundled Investment + Personal Finance Advice"
Concept Test: “Financial Advice”
Concept Test: “Personal Guaranteed Pension”
Concept Test: “Retirement Investment and Spending Plan”
Concept Test: “Financial Life Advice”

Segmentation Reports: Understand the nuances that drive consumer behavior and shape messaging
Segmentation: Desired Scope and Service Ranges on Inside Advice® Grid
Segmentation: Reliance on Friends for Investing Advice
Segmentation: Perceived Investing Experience 
Segmentation: Types of Stores Used 
Segmentation: Use of Digital Advice 
Segmentation: Attitude to Paying for Professional Advice 
Segmentation: Family Structure & Legacy Motive 
Segmentation: Financial Wellness Behaviors & Price Sensitivity
Segmentation: Pension Status & Retirement Preparedness
Segmentation: Prefer Packaged Product or Component Parts
Segmentation: Pension Status & Control of Retirement Timing
Segmentation: Peak Accumulators: Tech/Live Advice 
Segmentation: Vision for Senior Lifestyle
Segmentation: Feelings about Financial Future 
Segmentation: Retirement Preparedness 
Segmentation: Financial Wellness Behaviors 
Segmentation: Service-Pricing Wants 
Segmentation: Retirement Spending Philosophy 
Segmentation: Financial Wellness Behaviors 

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Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

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Reminder

Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

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